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Creating collections

To create a new collection of metadata resources:

  1. Go to the Organization Profile page.

  2. Click the New button on the Overview tab > Collections section or on the Collections tab.

  3. On the Create a new resource page, in the Select type tab, select a type. The default option is Collection. You will see more options if you have added different type of collections. Click Continue to configure fields.

  4. On the Create a new Collection page, in the Configure fields tab, set the following:

    1. Title: Provide a title for the collection. If a collection with the identical title already exists, you will be informed about it on the next step. In case multiple collections have the same title, a list of up to collections will be provided in a collapsible menu. By clicking on a collection title, you can open it in a new window to review its content. Duplicate names for collections are allowed, and you may proceed to create the collection with the chosen name.

    2. Parent collection: You need to set this option only if you want to add the collection as a subcollection of another collection. Leave it blank if you don't want to convert the collection into a subcollection.

    3. Description: Provide a brief description for the collection. You can use Markdown to create rich content with links, images, etc.

    4. Summary: Provide the definition of the collection that you are adding. You can use Markdown to create rich content with links, images, etc.

    5. Tags: Type in the tags field to select from the available tags or add new ones. As you start typing in the field, the system suggests existing tags.

    6. Status: Select the status of the term. Status helps users in your organization to know whether they can trust the information in this resource.

    7. Custom fields: Based on how your catalog is configured for your business needs, you might see some other custom fields. Set the fields that you wish to configure.

  5. Once you are done, click Continue to review Collection.

  6. On the Review Collection tab, check collection details for any possible errors before saving it. If adjustments are needed, click Back to edit collection details.

  7. Click Create Collection. The creation page is closed and you are taken to your new Collection page, where you can do the following:

    1. Click the New catalog resource button to add new business terms, analysis, or custom resources to the collection. To add existing resources to the collection, you have to navigate to the resource and add it to the new collection from that resource page. Use the bulk upload options to quickly add resources to collections.

    2. The resources added to the collection are available in the Contains tab. Navigate to the different sections to see the list of specific resources added to the collection. Sort the lists by using the available sorting options. Use the Expand feature to view the resources in full screen mode.

    3. All the fields show hover text that include complete details about the field when the text cannot be displayed in the column view. For fields like Created and Updated hover over the field values to see the actual date and time information.

    4. When you are in full screen mode, you can navigate to the different related resource from that view. Click the Collapse button to back to the normal view.

Creating subcollections

Create subcollections to set up a hierarchy of collections.

Note

A collection can have a maximum of 5 subcollections. Only users with the Edit catalog or Manage catalog access at the organization level can create subcollections.

To create a subcollection:

  1. Go to collection page for which you want to add a subcollection.

  2. Click the New subcollection button. Follow the process of creating a collection. The value in the Parent collection field is set to the collection you are in and cannot be changed.

  3. After you have created a collection, you can move it to other collections by editing the collection. Click Edit.

  4. In the Edit collection window, go to the Hierarchy tab and select the new parent collection.

Updating parent collection of an existing collection

To update a parent of an existing collection:

  1. Go to the collection page for which you want to set up a parent.

  2. Click Edit. The Edit collection window opens.

  3. In the Edit collection window, go to the Hierarchy tab and select the new parent collection.

    Note

    A child collection cannot act as the parent of a parent collection.

  4. Click the Save changes button.

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